Evensky & Katz/Foldes Wealth Management (EKF) offers wealth management and investment advisory services. EKF works with clients to determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, plan for education, and plan for retirement and estate matters. EKF is a fee-only firm, meaning it does not sell financial products or accept commissions. EKF is owned by its advisors and professional employees.
Assets Under Management$3.1B
Clients1,184
Advisors22
Avg. per Client$2.6M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable under special circumstances. Current client relationships may exist where the fees are higher or lower than the fee schedule above. Employees and their family related accounts may be charged a reduced fee, or no fee, for our services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
22 Advisors at this firm
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